Vertical Research Advisory
Log inJoin Now
Newsletter

VRA Letter: Big Week Ahead: Fed Meeting & MegaCap Tech Earnings. VRA System Buy Signals. Red Hot Small Caps. Trump, the Crypto President.

Good Monday morning. It’s difficult to overstate the importance of this week, which features the Tue/Wed Fed meeting, FOMC Statement and Powell presser combined with megacap tech earnings, with a focus on these names: Tuesday: ...

Posted On July 29, 20245 MIN Read
Share:
vra-default-img

Good Monday morning. It’s difficult to overstate the importance of this week, which features the Tue/Wed Fed meeting, FOMC Statement and Powell presser combined with megacap tech earnings, with a focus on these names:

Tuesday: Microsoft

Wednesday: Meta

Thursday: Apple & Amazon

Friday: Nvidia 

Through Fridays close, revenue growth from the S&P 500 has come in at 5% (vs estimates of 4.7%) with earnings growth of 9.8% (vs estimates of 8.9%). Here’s the full schedule of Q2 earnings for the week. 

VRA Bottom Line: we continue to look for stellar earnings growth, as the innovation revolution powers this structural bull market higher. As always, it’s not the news that matters as much as the markets reaction to that news. In classic (early) bull market fashion we’re seeing strong rotations and broadening action, confirmed by market internals. Powerfully healthy.

Sector and technical analysis, using VRA moving averages and VRA momentum oscillators, will cont...

Continue reading your article and start your free 14-day trial with VRA.

Start Free Trial

Already have an account? Sign in.

Related Post

December 10, 2024
VRA Letter: RAV @ 10PM EST. Tesla Model “Q”; the Story Just Keeps Getting Better. Own PM’s & Miners. Congrats to Lost Soldier! Final Day of Holiday

Good Tuesday morning. Heads up: I'll be on Real Americas Voice with our great friend Wayne Allyn Root and his hit show The Root Reaction at 10PM EST. Wayne played a major role in getting Trump re-elected, having interviewed 45/47 more than anyone in the media. WAR did the same in his home state of Nevada,  which […]

December 09, 2024
VRA Letter: The Macro That Matters Most. VRA Portfolio Focus Stocks; TSLA, BTC, X1, Precious Metals/Miners

Good Monday morning. As we welcome new VRA Members…it’s great having you with us…from time to time we reinforce our primary (macro) themes along with our outlook for the markets. If you’ve read “The Big Bribe” (if not, you’ll want to), you know that from the depths of the bear market in Q3 2022 we […]

December 06, 2024
VRA Letter: November Jobs Report. Rates Will Continue to Fall. 5-10% GDP Growth. VRA System Update; EOBOS. Bitcoin, GameStop, Tesla, X1.

Good Friday morning. The November jobs report is in and its essentially spot on with estimates except that the unemployment rate jumped to 4.2% from last months 4.1%. The estimate was that 200,000 jobs would be created while the report came in at 227,000 jobs, with just slight revisions higher over the last 2 months. […]

December 05, 2024
VRA Letter: The Road to $100,000 Bitcoin. WHOA: J Powell “Bitcoin is Digital Gold”. BTC Twitter Poll. The Latest From Rich Ross.

Good Thursday morning. Heads up: later today you’ll receive an email offer to extend your VRA Membership with us (for 1 or 2 years) at our best prices of the year. We run a similar special at the end of each year and we love that you take advantage of your VIP discounts to save money with […]

December 04, 2024
VRA Letter: Revolutionary Change is Coming. Investor Sentiment Flashing Buy Signals. “Permabears”. VRA Portfolio: +94.82%.

Good Wednesday morning. If you haven’t already I encourage you to listen to Tylers podcast from yesterday. The US is entering a new phase of growth and productivity, led by a highly focused Trump and efforts like DOGE (Musk/Vivek). When combined with the elements of an Innovation Revolution, the Trump Doctrine and the Roaring 2020’s, […]